MART vs VYM

AMART

BVYM

Measures won2–3VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · VIG $16,638

Lowest cost0.04%VYM · $4 on $10k

Most income2.26%VYM · $226 on $10k

Smallest drop−5.3%MART · worst fall in 1Y

Held in common[…]MART and VYM

MART

VYM

AllianzIM U.S. Equity Buffer10 Mar ETF · $28MVanguard High Dividend Yield ETF · $78.9B

+16.7%3 years · per year$15,889 · $17,150+19.7%

[…]5 years · per year[…] · $17,254+11.5%

0.74%Expense ratio$74 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $226 on $10k2.26%

−5.3%Worst dropSmaller wins−6.7%

7.9%VolatilityLower wins10.8%

2–3VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMART · VYM

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	+1.6%	+10.8%	+13.4%	+16.7%	new	−5.3%	$28M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	+1.6%	+10.8%	+13.4%	+16.7%	new	−5.3%	$28M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MART vs VYM

MART

AllianzIM U.S. Equity Buffer10 Mar

[…]

VYM

Vanguard High Dividend Yield

$17,254

MeasureMARTVYM

Fee0.74%0.04%

Cost on $10k a year$74$4

Yield0.00%2.26%

5 years, per year[…]+11.5%

3 years, per year+16.7%+19.7%

Worst drop · 1Y−5.3%−6.7%

Volatility · 1Y7.9%10.8%

3–2measures won
VYM first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MART, VYM, VIG

Today

60.6%most shared, VYM and VIG

MARTVYMVIG

MART—[…][…]

VYM[…]—60.6%

VIG[…]60.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

VIG$146 − $4 = $142

MART$0 − $74 = −$74

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee